Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals.
As industry leaders — yes, we really are leaders — we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.
Experience & Track Record
- 10+ years of enterprise sales experience in B2B SaaS, fintech, or digital transformation solutions, with a focus on Tier #1 and Tier #2 banks.
- Proven track record of closing multi-million ARR deals in complex, multi-stakeholder sales cycles.
- Established network of senior decision-makers (C-level/C-1) within UK, Nordics or broader EMEA financial institutions.
Domain Expertise
- Deep understanding of digital banking trends, AI-driven personalization, and customer engagement technologies.
- Knowledge of the UK, Nordics or broader EMEA banking landscape, including market drivers, competitive dynamics, and regulatory environment.
Sales Excellence
- Mastery of consultative and value-based selling methodologies (MEDDIC, Challenger, SPIN, or similar).
- Strong pipeline management discipline and forecasting accuracy in CRM (Salesforce preferred).
Commercial & Strategic Acumen
- Ability to articulate business value, build compelling ROI cases, and align solutions to client strategic priorities.
- Skilled at navigating procurement, legal, and compliance processes in enterprise banking deals.
Personal Attributes
- Highly driven, entrepreneurial mindset with the ability to operate in a high-growth, fast-paced environment.
- Exceptional communication, presentation, and negotiation skills.
- Collaborative team player who thrives in cross-functional, global teams.
- Willingness to travel across the UK, Nordics or broader EMEA (~30–40%).
Top Skills
What We Do
Money Management & PFM for Banks & Financial Institutions.
Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform.
Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management.
Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world.
Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform.
Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker
